Learn About Sales Cloud Everywhere
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the capabilities of the Sales Cloud Everywhere Chrome browser extension.
- Identify use cases where the extension can enhance client management and prospecting efforts.
- Use key features of the extension to improve workflow and increase productivity.
Sellers are expert multitaskers—one hand on the phone, the other on the CRM, while mentally drafting an email and planning lunch all at once. But as the number of clients grows, so do the number of interactions, prospecting needs, tasks for closing deals, and documentation. Pretty soon, relationship-building and deal-closing take a back seat to tasks like lead research, manual data entry, and juggling 20 tabs.
Sellers are adaptable, though. Take Anaiya Carel, a senior seller at Northern Trail Outfitters, a company known for providing durable outdoor gear and apparel. She manages individual clients, builds long-term relationships, finds new prospects, and keeps everything on track. How does Anaiya successfully juggle so much? She uses a simple browser extension that’s so powerful, it streamlines her entire sales process.
Introducing Sales Cloud Everywhere
Before diving into her day, Anaiya sets up the Sales Cloud Everywhere Chrome browser extension and logs in to her instance.
The Sales Cloud Everywhere Chrome browser extension allows Anaiya to manage her to-do list, receive engagement alerts, and even create or update records—all without leaving the webpage she’s on. It’s a game-changer for a sales pro like Anaiya, who constantly toggles between company sites, LinkedIn profiles of prospects, and Northern Trail Outfitters’ CRM, Sales Cloud. To truly understand its impact, let’s walk through a typical day as Anaiya uses the extension in her work as a seller.
You learn how to set up and log in to the extension in the hands-on challenge at the end of this unit.
Kickstart Your Day with a Quick Feed Review
Anaiya starts her day by opening the Sales Cloud Everywhere extension and checking the feed for any recent engagement alerts from yesterday’s communications. It gives her a quick snapshot of activity: Did anyone reply to her emails? Did prospects click the links she shared or open her messages? Were there any email bounces she needs to handle? It's a handy way to see if there are any immediate action items to tackle. Plus, the extension makes it easy for her to filter the activity by engagement type, so she can prioritize what needs attention.
Stay Ahead with a Focused To-Do List Review
After jotting down a few notes from her usual feed review, Anaiya moves on to check her to-dos for the day. The Sales Cloud Everywhere extension’s streamlined interface makes it easy for her to navigate through different sections. 
For example, Shortcuts allows her to:
- Review upcoming tasks and events on her to-do list (1).
- Access Workspace for personalized views to focus on specific records (2).
- Easily review, add, and update Contact, Opportunity, Account, and Lead records (3).
She clicks the To Do List button to see all the tasks she needs to tackle today.
Discover Key Insights with Contextual Highlights
Enabling Contextual Highlights gives the extension the power to scan the webpage she’s on and surface key insights that can reveal new and existing accounts or prospects. Anaiya turns on this feature when she’s researching clients and their websites. It lets her add new prospects and update contact information on the spot.
Recently, she connected with Ethan Caldwell, who leads strategic growth at Solstice Coffee Co., handling mergers and acquisitions to expand the brand’s reach. She discovered that Solstice Coffee Co. has been chosen as the exclusive distributor of coffee beans for 100 cafes so far, and the company recently organized a 3-day retreat in the woods to celebrate. Anaiya sees this as a great potential for partnership, as she works for a company that provides gear and apparel for adventures like this. Before diving in with Solstice, she does some deeper research.
Anaiya explores the Solstice website, checking out its services, the clients the company serves, and its latest city expansion, and even reads a few recipes on its blog. With Contextual Highlights enabled, her Sales Cloud Everywhere extension scans the page, pulling up account details and offering a quick add-to-Sales-Cloud option—all without needing to switch tabs.
With a good grasp of the business and its potential, Anaiya adds Ethan as a lead—all without leaving the webpage.
- Click
.
- Select New Lead from the list.
- Enter the required information in the form.
- Click Save.
Thanks to the extension, she can easily create different Salesforce records by clicking the plus icon in the top right corner. This lets her whip up new accounts, contacts, opportunities, leads, cases, events, and tasks in no time.
After researching, Anaiya reaches out to Ethan for a formal chat about a potential collaboration: Northern Trail Outfitters supplying gear for Solstice Coffee Co. employees at its celebratory event. He’s eager to learn more about the products and services Aniaya can offer, and negotiate the best deal.
With the help of the Sales Cloud Everywhere Chrome extension, Aniya researches a potential client, adds an account, generates a lead, and starts building a new client relationship—all from one place! No need to juggle different websites, tools, and applications. Since most sellers, like herself, handle multiple clients simultaneously, this level of organization and simplicity is a real game-changer. It makes every action more productive, saving time and streamlining the whole process.
But the extension can do even more than just support a single account or lead. It can also help Anaiya manage a sales pipeline, allowing her to review, act on, and support multiple records. Learn more about this in the next unit.
Resources